Faith-Based Investing Advisory Council

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  • 1.  Mutual Fund Choices

    Cambridge Community of Women
    Posted 02-17-2021 16:55
    I am interested in Faith Based Portfolio's - was searching thru Cambridge preferred symbols and don't see Ava Marie or Crossmark on the list, how do we know what all we can offer?  TIA

  • 2.  RE: Mutual Fund Choices

    Posted 03-03-2021 16:37

    Hey Barbara,

    Welcome to the group!

    I'm not for sure if there are any faith-based portfolios yet approved on the CAAP platform, but I successfully build my own with products from Eventide Funds and Inspire ETFs.

    At Eventide in particular, the Gilead fund is a "MUST HAVE" in any portfolio I manage, and I also like the Healthcare and Technology ones, if you want to get sector specific.

    If you have any additional questions on portfolio construction, let me know. 

    Aaron L. Witten, CFP®, CKA® CRC®
    Registered Representative
    Certified Kingdom Advisor
    Certified Retirement Counselor®
    Witten Financial Services, LLC
    203 W. White Oak St.
    P.O. Box 4039
    Leitchfield, KY 42755-4039

    (270) 200-1056 -- Office/Fax/Text